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SmartBank

BANKING CRM BUILT ON MICROSOFT DYNAMICS/POWERAPPS

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CAPABILITIES & FEATURES

  • Manages bot Assets and Liability Products .
  • Guided Process for Loan Applications .
  • Comprehensive Lead Management .
  • Comprehensive Customer 360 view .
  • Customer Service with Product specific Service requests .

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    Microsoft Appsource
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    Smart Statz Platform

    Features Selling Easier

    Conquer every stage of the customer journey with Smart Statz CRM completely free CRM at its core the customer They’re powerful alone

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    SmartBank – Banking CRM with Pre-built processes/templates for Leads, Products and Customer Service for both Assets and Liability Products

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    Processing Rules

  • Lead entry from multiple sources and automated routing
  • Generate quotes, Benefits illustration

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    Pre-issuance

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    Pre-issuance

  • New Case creation or convert quotes to cases
  • Generate and service U/W requirements
  • Premium Receipts and refunds
  • Automated Case / Application routing to QA, U/W
  • Integration with Document Management System
  • Customer on-boarding

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    Customer Service

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    Customer Service

  • Case creation for different Policy service requests
  • Automated case assignment, allocation to Teams and Queues

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    Customer 360

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    Customer 360

    Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests

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